• Manage and develop an assigned portfolio of affluent and HNW clients.
• Conduct regular portfolio reviews and financial health checks.
• Understand clients' financial goals, risk appetite, family circumstances, and investment objectives.
• Maintain long-term client relationships through regular engagement and personalized service.
• Provide comprehensive wealth planning solutions covering investments, insurance, retirement, succession, and asset allocation.
• Monitor clients' portfolios and recommend appropriate adjustments based on market conditions and life-stage changes.
• Deliver timely market updates and investment insights.
• Ensure all recommendations are suitable and aligned with clients' risk profiles.

 Requirements

• Experience managing affluent, priority banking, or HNW client portfolios.
• Strong relationship management and client servicing capabilities.
• Proven ability to build trust and maintain long-term client relationships.
• Experience in wealth planning, investment advisory, and insurance solutions.
• SFC/MA Type 1,4 license preferred
• IIQE qualifications preferred